Filed November 20, 2024
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,255 | $78,015+23.4% | $178,505-46.1% | $80,959+18.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 14.09% | 18.10%-4.0pp | 27.16%-13.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $6,149 | $2,281+169.5% | $3,955+55.5% | $2,757+123.0% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,978 | $7,160+25.4% | $10,428-13.9% | $6,925+29.6% |